BFS
PPLI

Beacon Financial Strategies’s People Inc PPLI Stock Holding History

Beacon Financial Strategies’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19K Hold
69
– – ﹤0.01% 187
2026
Q1 		$2.76K Hold
69
– – ﹤0.01% 159
2025
Q4 		$2.7K Buy
+69
New +$2.42K ﹤0.01% 167

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Beacon Financial Strategies's PPLI Position: Q2 2026 in Review

Beacon Financial Strategies held its People Inc (PPLI) position steady in Q2 2026 at 69 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Beacon Financial Strategies first reported a position in PPLI in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Beacon Financial Strategies held 69 shares of People Inc worth $3.19K as of Q2 2026.
  • Beacon Financial Strategies left its People Inc share count unchanged in Q2 2026.
  • People Inc made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #187 holding.
  • Beacon Financial Strategies first reported a position in People Inc in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.